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Configuring the assignment method for automatic assignments

You use the Configure CI Rules form to configure the method of assignment used to automatically select an assignee (not the assigned support group, but the individual within the group) for purchase requisitions in the BMC Asset Management application.

Each company defined in the Company form can have its own assignment rules.

You can configure assignment for one company, or you can define it for all companies using the Global option. When the BMC Asset Management application uses assignment, for example, when assigning a purchase requisition for assignment, the BMC Remedy Assignment Engine checks the assignment rules for the requester's company. If no rules are found, it uses the rules defined for Global.

You can also use this form to set up preferences for automatically running the engine. For more information see Configuring the license engine to run.

To configure assignment rules for the BMC Asset Management application

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Asset Management > Advanced Options > Rules, and then click Open.
    The Configure CI Rules form is displayed.
  3. Click the Assignment tab.
  4. On the Configure CI Rules form, from the Company list, select the company for which you want to configure assignment, or select the Global option.
    Selecting Global configures assignment for all companies.
  5. To enable assignment, select Yes for Assignment Engine Integration.
  6. From the Assignment Process list, select the default process for the assignment.
    The options are as follows:
    • Asset General Assignment - Capacity— Capacity in the BMC Remedy Assignment Engine is a ratio-based assignment method.

      Example

      You have two assignees, Assignee A and Assignee B. In the People form, there is a field to set up a capacity number for a person. You can use any number. For example, if you assign Assignee A the number 100 and Assignee B the number 200, Assignee B can handle twice as many assignments as Assignee A. The BMC Remedy Assignment Engine assigns records (for example, purchase requisitions or tickets) to Assignee A every time two records have been assigned to Assignee B.

      Specify the capacity for each support staff person in the Capacity Rating field on the people form. See Adding a support staff person.

    • Asset General Assignment - Number — Tracks the number of tickets assigned to the person. The number assignment process selects the person with the least number of tickets already assigned.
    • Asset General Assignment - Round Robin — Tracks the last time the person received an assignment. The round robin assignment process selects the person who was least recently assigned an incident.
  7. Optionally, enter a description.
  8. For Status, select Enabled.
  9. Click Save and then click Close.

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